Rosebridge

Independent Financial Adviser  20 Nicholas Street, Chester, Cheshire, CH1 2NX
First meeting at adviser's own cost
Multi award winning national group of independent Chartered Financial Planners offering personalised advice to individuals, businesses, charities and trusts.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying first home
check
Next home / Remortgaging
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Response rating
10/10
check
FCA authorised
Last authorised 26th October 2020
Meet our advisers
Phillip Rose
Director

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
Gareth Griffiths BSc (Hons), Dip PFS
Managing Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Jane O'Hara FPFS, Chartered Financial Planner
Independent Financial Adviser

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
What our clients say
I have known Gareth Griffiths for a long time as both a trustee and board member of the PFA. I have been very impressed with his integrity and knowledge of pensions and investments and would have no hesitation in recommending his services.
Gordon Taylor OBE, Chief Executive PFA
Our firm works very closely with IFA on a number of mutual clients. Phil and his team are very proactive in both the day-to-day pensions and wealth management, and the wider issues that affect the business owner. They are also truly independent professionals who put their clients first at all times. My personal experience has been that clients are delighted with the service they receive, and are happy to recommend their friends as well.
Michael Dawson, Managing Director, Forbes Dawson
Group IFA have been advising me both personally and business wise for over 10 years. During that time I have been provided with first class advice and we have undertaken a number of building acquisitions and completed an MBO. The staff are all professional, approachable and respond to queries very quickly. They have always listened, understood and provided tailored advice for our needs at the time.​ I would not hesitate in recommending Group IFA.
Julian Roebuck, Managing Director - Gresham Office Furniture
I have found them extremely helpful and knowledgeable. They always come back quickly and efficiently with any questions or problems I have and I never felt that I am being sold to. They have always been professional and confidential in everything they do and I would not hesitate to recommend them to anyone.
Dan Ashworth, FA Technical Director
Phil Rose provides my family with technical pension and financial advice. Over the last 12 years he has always been proactive when considering the needs of the family business and has acted as a truly independent professional who always places his clients first.
Mahmud Kamani, BooHoo Founder
About us

Rosebridge is a firm of Chartered Financial Planners that provides tailored financial planning and wealth management solutions to high net worth individuals and corporate clients looking to build and safeguard their financial future.

Our expertise, professionalism and commitment to providing high quality advice has also been recognised by being named as one of thewealthnet's Top 25 Financial Planning Companies for the last three consecutive years. This accolade highlights the best and most successful private client focused advisory firms in the country.

Our clients, be they individual, families, trustees or corporate entities, typically have more challenging and complex requirements. Our goal is therefore to provide you with a truly personalised service that delivers the best possible outcome for your specific requirements now and in the future.

Whilst we specialise in creating and preserving wealth, our approach is simple and practical. We gain a complete understanding of your needs, provide initial and ongoing advice to meet desired outcomes or rectify problems and charge fees that are transparent and agreed with you in advance.

Our services

Tailored financial planning wealth management solutions for high net worth individuals, charities, trusts and businesses:

Wealth creation,
Wealth utilisation and preservation,
Wealth transfer between generations,
Cash flow planning,
Technical pension and estate taxation and life time allowance analysis.

We work in collaboration with other professional advisers.

We do not advise on Final Salary pension scheme transfers.

Where to find us
Head office address: 20 Nicholas Street, Chester, Cheshire, CH1 2NX
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
10/10
check
FCA authorised
Last authorised 26th October 2020

Similar advisers near you

Independent Financial Adviser 0.28 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
 
Independent Financial Adviser 4.54 mi
 
 
Independent Financial Adviser 5.71 mi
We specialise in pensions (including Final Salary Pension Schemes), Investments and Protection, also we advise on all aspects of mortgage.
 
Restricted - whole of market 6.02 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice and Protection.